According to @CNBC, the Trump administration has cleared the way for Nvidia NVDA to sell H200 AI chips to China with a 25% surcharge. source: CNBC The source states sales are permitted subject to a 25% surcharge, with no additional details on timing, quantities, or pricing beyond the surcharge. source: CNBC

According to The Kobeissi Letter on X, Nvidia (NVDA) extended gains to $190 per share after President Trump allowed H200 chip sales to China (source: The Kobeissi Letter on X). According to The Kobeissi Letter on X, Nvidia added about $200 billion in market capitalization today on this headline-driven rally (source: The Kobeissi Letter on X). According to The Kobeissi Letter on X, the post attributes the price move to the H200 China sales allowance and does not mention any cryptocurrencies or broader digital asset impacts (source: The Kobeissi Letter on X).